EVM

Eaton Vance Management Portfolio holdings

AUM $67.5B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
-11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.4B
AUM Growth
+$3.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,940
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$122M
3
+$86.9M
4
DIS icon
Walt Disney
DIS
+$84.6M
5
TEL icon
TE Connectivity
TEL
+$78.4M

Top Sells

1
+$251M
2
+$178M
3
+$139M
4
LOW icon
Lowe's Companies
LOW
+$128M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 15.14%
3 Healthcare 13.71%
4 Consumer Discretionary 12.44%
5 Communication Services 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59.4M 0.09%
578,564
+183,354
227
$59.2M 0.09%
785,813
+108,331
228
$58.4M 0.09%
171,873
+405
229
$57.9M 0.09%
427,650
-668
230
$57.5M 0.09%
703,376
-377,317
231
$57.3M 0.08%
203,611
+1,648
232
$56.5M 0.08%
448,379
+146,979
233
$56.3M 0.08%
279,202
-12,998
234
$55.1M 0.08%
270,007
-82,048
235
$55.1M 0.08%
2,408,825
-141,662
236
$54.9M 0.08%
921,500
+29,020
237
$54.7M 0.08%
72,486
-48,542
238
$54.5M 0.08%
403,886
+90,034
239
$54.3M 0.08%
1,503,640
-163,831
240
$54.2M 0.08%
1,059,378
+16,869
241
$53.9M 0.08%
636,558
-45,994
242
$53.9M 0.08%
144,179
+552
243
$53.7M 0.08%
745,169
+36,102
244
$53.7M 0.08%
401,765
+79,258
245
$53.2M 0.08%
736,674
+167,213
246
$53.1M 0.08%
595,261
+13,918
247
$53M 0.08%
1,581,155
+278,080
248
$52.7M 0.08%
684,636
+92,568
249
$51.8M 0.08%
1,273,775
-264,361
250
$51.7M 0.08%
1,882,774
-124,268
8 9
10
11 12